CJ
CAT icon

Caitlin John’s Caterpillar CAT Stock Holding History

Caitlin John’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.2K Sell
92
-1
-1% -$693 0.04% 273
2025
Q4 		$53.3K Sell
93
-765
-89% -$425K 0.03% 305
2025
Q3 		$409K Sell
858
-15
-2% -$6.4K 0.28% 80
2025
Q2 		$339K Buy
+873
New +$291K 0.31% 81
2025
Q1 		– Sell
-275
Closed -$99.9K – 221
2024
Q4 		$99.9K Sell
275
-19
-6% -$7.37K 0.07% 175
2024
Q3 		$114K Sell
294
-786
-73% -$271K 0.07% 169
2024
Q2 		$360K Buy
1,080
+972
+900% +$337K 0.26% 90
2024
Q1 		$39.6K Buy
108
+20
+23% +$6.39K 0.03% 263
2023
Q4 		$26K Buy
+88
New +$22.8K 0.02% 301

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caitlin John's CAT Position: Q1 2026 in Review

Caitlin John reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $693 and leaving 92 shares worth $65.2K. The position accounts for 0.04% of the portfolio, ranked #273.

Caitlin John first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $409K in Q3 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Caitlin John held 92 shares of Caterpillar worth $65.2K as of Q1 2026.
  • Caitlin John sold 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.04% of Caitlin John's portfolio in Q1 2026, its #273 holding.
  • Caitlin John first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Caterpillar position peaked at $409K in Q3 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.